线索流程自动化管理，包含线索池、销售轮询分配表、线索提交表单、线索自动派发、线索自动回收及线索仪表盘。自动分配线索，回收超时未跟进线索，实时监控状态，提高效率和转化率。

本模板专为财务管理团队设计，专注于合作客户的回款情况跟踪和管理，以提高回款效率和准确性。

根据门店过去7天的销售数据，自动生成店长专属的销售报告。

客户满意度表格与分析模板简化了收集、组织和分析客户反馈的过程。通过结构化表格、自动化的跟进者电子邮件提醒以分类见解以及详细的仪表板，该模板帮助团队衡量满意度、识别趋势，并采取行动改进产品和服务。

快速建立一个连续7天自动化邮件触达的自动化，特别适用于以下场景，包括：潜在客户的连续触达，产品发布倒计时连续营销，新注册用户的连续欢迎邮件等。

此模板涵盖产品清单、交易记录、会员管理等基础功能，更搭载AI智能数据分析与策略制定，为门店提供全面业务运营支持，显著提升管理效率与客户服务水平，助力门店业绩增长。

IMAP邮箱监听服务模板专为客服与销售团队量身定制，旨在自动化捕获并实时记录客户的邮件到客户服务记录。这一流程不仅提升了客户互动的追踪效率，而且确保了对客户反馈的零遗漏。此外，该模板还能详细记录每位客服对客户邮件的响应情况，并能够定期生成报告，为团队提供清晰的工作概览。

本模板旨在为公司的客户服务团队、产品经理、市场研究人员和公司管理层提供一个自动化的净推荐值（NPS）回访表单系统。通过该系统，您可以实现客户反馈的实时监控与提醒，自动化地收集和处理新数据，并通过直观的仪表盘展示分析结果，帮助团队更高效地了解客户满意度和改进方向。

客户订单管理模板适用于需手工录入的高度定制化产品，涵盖从订单录入到客户通知、销售跟进、周报生成等关键流程。通过自动邮件提醒和每周订单汇总，确保客户及时获取订单信息，还能每周定时生成并推送销售人员与团队负责人的成交报告，提升客户团队的效率，帮助团队高效追踪客户信息、统一管理订单流程。

客户售后服务管理：自动分配工单和超时提醒，可快速响应客户需求，让您的企业更专业、高效地管理客户服务，提升客户体验。此模板可用于零售和电子商务、小区物业维修，家电安装维修，家政服务等工单分配和跟踪场景。

This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.

This template is ideal for consulting companies, law firms, and sales since it helps calculate the hours worked that require compensation, provides a high-level overview of the progress of your projects, and creates a collaborative platform.

A Simple & Powerful CRM offers essential resources for managing customer relationships effectively. Whether you're starting out or optimizing existing processes, this CRM toolkit provides valuable insights and support to enhance your business operations.

A business development CRM template to manage partnership opportunities, track partner details, log interactions, and organize contact information for streamlined collaboration

The Product Messaging Library Template organizes your product is messaging guidelines, ensuring consistent communication across teams and helping maintain a unified brand voice.

A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently

A customer development CRM template to manage customer personas, interviews, problem statements, and feature enhancements for product improvement

This template helps sales teams set goals, track the progress of strategic plans, and ensure business growth is achieved

This template helps manage media and public relations, track important articles, publications, and media contacts, and facilitate effective communication and collaboration.

This template helps you organize events and contacts effectively, allowing you to log key details, expanded into a complete personal CRM for managing and nurturing your professional network.

一个包含产品和供应商表的产品目录模板。以售卖表带为例，记录表带的分类，材质，采购价格，供应商信息。

AI自动化管理客户，提示您或您的销售团队每周填写拜访记录，适合企业组织的B2B销售团队。